$100MM AUM | $100,000 GDC in Miami, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Miami, FL, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
20
Avg Client Age
50
Overview

20 year investment advisor. Currently CIO of $2B RIA serving wealth management and qualified retirement plan clients.

Looking to buy or merge and create my own firm.

Extended Profile Information

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